Wealth Management Innovation

Turns out, you can teach an old
new tricks

We’ve been doing it successfully for decades

 
 
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What We Do

F2 Strategy addresses the widening gap between expectations of affluent clients and their wealth management experience.

Our perspective comes from a long history of innovation and transformative technical projects within major financial institutions. We’ve lead organizations through revolutionary initiatives such as robo-advisor integration, paperless client onboarding, portfolio management automation, digital client engagement, and many other areas currently challenging our industry.

 
 
 
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How We Help
 
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Content Development, Distribution & Reporting

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Innovating Digital Client Interactions

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Automating Efficient Operations

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Maximizing Data Assets

 
 

  • Doug is a wealth-tech unicorn. He has an innate sense of how technology is transforming wealth management, in particular how advisor and client roles and expectations are changing. Perhaps more importantly, he has the rare experience to appreciate the complexities for large institutions to respond strategically. Professional, yet friendly, it has been a joy working with Doug.

    – Edwin Choi Founder at Capitect and Mariposa Capital Management

  • Few people have a deep understanding of the complexities of wealth management or a valuable perspective around how to maximize technology. Doug Fritz is a refreshing change in the industry. Every time I meet with him I learn a tremendous amount and it always has a positive benefit on my business.

    – Greg Friedman President CEO Private Ocean Wealth Management; President, CEO Junxure

  • When it comes to wealth technology strategy there are lots of firms that talk a good game, but Doug Fritz helps you make it happen. I’ve had the pleasure of knowing and interacting with him for several years and his insight and experience have always been helpful. I would recommend working with Doug if you need help making a material impact on your firm’s pace of innovation, scale or client experience.

    – Mojgan Nowain Senior Technology Executive

  • At a time when wealth management is rapidly changing, Doug has the industry experience and deep technical know-how to guide organizations to newfound success. Doug helped us chart a new path forward for our business by leveraging new technologies, partnerships and strategies.

    – Matthew Hoffman Co-Founder of Empire Software

  • I worked with Doug while I was the Deputy Chief Investment Officer for Wells Fargo Wealth Management. Doug brought a unique skill set of wealth management knowledge and technology insight to our team. He was able to identify how we can improve our business by improving our client's experience through technology. Doug pinpointed opportunities, designed solutions, and most importantly knew how to execute. He provided me personally with fresh, unique ideas to help my management of a complex financial services firm.

    – Ron Florance President at RMF Consulting

  • Doug is a great resource for any size financial institution looking for a partner to define and shape their digital wealth management strategy. His proven experience of driving innovation through fintech partnerships while successfully navigating the complexities with dated technologies/processes at large FIs make him a very unique and valuable individual. His deep industry knowledge, pulse on trends, and a strong industry rolodex position him as an ideal partner.

    –Kaushal Pandia Director of Enterprise Solutions at FutureAdvisor

 
Strategic Partners
Our Latest Insights
 
Featured
A (Shocking) Merger of Equals - What are the relative impacts of the Envestnet/FolioDynamix deal?
Trending wealth management, roboadvisor, merger, Fintech, client experience Liz Fritz
Trending wealth management, roboadvisor, merger, Fintech, client experience Liz Fritz
A (Shocking) Merger of Equals - What are the relative impacts of the Envestnet/FolioDynamix deal?
Trending wealth management, roboadvisor, merger, Fintech, client experience Liz Fritz
Trending wealth management, roboadvisor, merger, Fintech, client experience Liz Fritz

Like many in the wealth technology space, I spent around 30 minutes finding and re-attaching my socks after reading the ENV/FDx announcement today. It was a stunning and unexpected coupling.

Read More →
Trending wealth management, roboadvisor, merger, Fintech, client experience Liz Fritz
Trending wealth management, roboadvisor, merger, Fintech, client experience Liz Fritz
Wealth Clients Will Increasingly Expect Values & Social Alignment
Trending client experience, ESG, goal-based investing, high net worth, innovation, socially-responsibile-investing, value-based-investing, wealth trends Amanda Brown
Trending client experience, ESG, goal-based investing, high net worth, innovation, socially-responsibile-investing, value-based-investing, wealth trends Amanda Brown
Wealth Clients Will Increasingly Expect Values & Social Alignment
Trending client experience, ESG, goal-based investing, high net worth, innovation, socially-responsibile-investing, value-based-investing, wealth trends Amanda Brown
Trending client experience, ESG, goal-based investing, high net worth, innovation, socially-responsibile-investing, value-based-investing, wealth trends Amanda Brown

Working closely with advisors for nearly 20 years and spending thousands of hours talking about their interactions with clients, one consistent theme shared by each of them is a passion for helping clients achieve their goals.  I often hear words like ‘It’s my job to make sure my client’s investments don’t keep them up at night!’ 

Read More →
Trending client experience, ESG, goal-based investing, high net worth, innovation, socially-responsibile-investing, value-based-investing, wealth trends Amanda Brown
Trending client experience, ESG, goal-based investing, high net worth, innovation, socially-responsibile-investing, value-based-investing, wealth trends Amanda Brown
Goals-Based Robots Might (Someday) Save The UMA
RoboAdvisor consulting, f2strategy, goal-based investing, roboadvisor, UMA, wealth management, wealth planning Amanda Brown
RoboAdvisor consulting, f2strategy, goal-based investing, roboadvisor, UMA, wealth management, wealth planning Amanda Brown
Goals-Based Robots Might (Someday) Save The UMA
RoboAdvisor consulting, f2strategy, goal-based investing, roboadvisor, UMA, wealth management, wealth planning Amanda Brown
RoboAdvisor consulting, f2strategy, goal-based investing, roboadvisor, UMA, wealth management, wealth planning Amanda Brown

UMA… Somehow, whenever I see that acronym, it makes me think of some martial arts blood sport (like MMA or UFG). The reality of actually building a Unified Managed Account platform might be less bloody, but like it’s mnemonic cousin, you are definitely going to get knocked around a lot.  
 
But why?

Read More →
RoboAdvisor consulting, f2strategy, goal-based investing, roboadvisor, UMA, wealth management, wealth planning Amanda Brown
RoboAdvisor consulting, f2strategy, goal-based investing, roboadvisor, UMA, wealth management, wealth planning Amanda Brown
News
What's the most exciting technology for RIAs?
Source: Investment News
October 1, 2017
 
 
 
 
Events
Junxure 2017 Advisor Conference
September 28 & 29, 2017
Aria, Las Vegas, NV
Sponsor
 
WealthManagement.com 2017 Executive Forum and Industry Awards
October 11, 2017
The Plaza Hotel, New York, NY
Featured Speaker & Host
 
InvestCloud 2017 User Conference
October 18 - 20, 2017
Las Vegas, CA
Featured Speaker